Sodel Concepts Ii, Llc 401(k) Plan
Sponsored by Sodel Concepts Ii, Llc · EIN 473093876 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 310
- With balances
- 168
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Recordkeeping, Trustee (institutional), Other services | $20,112 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $3,080 |